How to Manage Customer or Supplier Categories

[COBS Tech Support]

To Add, edit or delete a customer category:

1. Launch CAPITAL Business Manager.
2. From the top menu select Section|Card Files
3. Select the Card File: Customer Categories

(If your Card Files have been placed under separate tabs it may be necessary to locate it by checking for it under tab until found.)

4. Double-click with your mouse to open the Card File.

5. Press Add to create a new category, or select the category you wish to change and double-click with your mouse to open it, or press the Delete button to remove it. Once you have made your changes, press Save.

To Add, edit or delete a supplier category:

1. Launch CAPITAL Business Manager.
2. From the top menu select Section|Card Files
3. Select the Card File: Supplier Categories

(If your Card Files have been placed under separate tabs it may be necessary to locate it by checking for it under tab until found.)

4. Double-click with your mouse to open the Card File.

5. Press Add to create a new category, or select the category you wish to change and double-click with your mouse to open it, or press the Delete button to remove it. Once you have made your changes, press Save.